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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Jul 2, 2021

We all know that regular check-ups are beneficial to our health but plenty of people still put it off. Many of the same excuses people make for not going to the doctor are used for avoiding a visit with a financial advisor. Let’s take a closer look at why people procrastinate with their finances and give you some reassurance to ease any of those concerns.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-207-excuses-for-not-going-to-an-advisor/ 

 

What we discuss on this episode: 

0:10 – Does Joel get regular physical check-ups?

1:56 – It’s going to be expensive

2:48 – Being told what not to do.

4:32 – Embarrassment over how much you don’t understand

6:40 – They’re going to give me bad news.

8:26 – Our Money Map review